While (thanks to Bespoke) much of the Street and the financial media have picked up on the mega-cap concentration within the SP 500, with the top 5 names now being 17.3% of the SP 500’s total market cap, per … Continued
This weekend, some time was spent looking at how the top 5 stocks in the SP 500 (SPY ETF) looked from an earnings and revenue growth perspective. (See above table – market data as of Friday, August 19th, and earnings … Continued
I wanted to post this data just to show how sector earnings data can be useful. from Thomson and Factset, and how forward estimates can be impacted by M&A. Here is the spreadsheet detailing the trends in revenue and forward … Continued
At breakfast this morning, while perusing John Butter’s weekly Factset missive on Sp 500 earnings, John noted that the expected q4 ’14 earnings growth rate for the key benchmark is now nearing the post-2009 low that we saw in q3 … Continued
Looking at the changes in 2015 expected earnings growth by sector since October 1 ’14, and as of December 19 ’14: 1.) Financials: +17.6%, +16.7% ( a slight increase in the last 11 weeks, which is better than the rest of the … Continued